Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Palo Duro Investment Partners, LP

  • EQT
  • AR
  • CHRD
  • PR
  • CRC
  • GPOR
  • FANG
Palo Duro Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 331 Billion
Stocks 21
Filing on May 15, 2025 Q1 2025

Cutter Capital Management, LP

  • BMY
  • AMGN
  • BIIB
  • LLY
  • INSM
  • RARE
  • BBIO
Cutter Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 21
Filing on May 15, 2025 Q1 2025

Quantessence Capital LLC

  • ITCI
  • XLC
  • XOM
  • BECN
  • PFE
  • PDCO
  • USB
Quantessence Capital LLC's Q1 2025 Portfolio
Portfolio Value 400 Billion
Stocks 332
Filing on May 15, 2025 Q1 2025

Scientech Research LLC

  • NFLX
  • MELI
  • SPOT
  • ISRG
  • EQIX
  • TMO
  • ORCL
Scientech Research LLC's Q1 2025 Portfolio
Portfolio Value 378 Billion
Stocks 541
Filing on May 15, 2025 Q1 2025

Grizzlyrock Capital, LLC

  • GSM
  • DRVN
  • MGNI
  • GEL
  • PRGO
  • DAR
  • TDW
Grizzlyrock Capital, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 21
Filing on May 15, 2025 Q1 2025

Vennlight Capital Management, LP

  • PNM
  • VST
  • WULF
  • CIFR
Vennlight Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 47.2 Billion
Stocks 5
Filing on May 15, 2025 Q1 2025

Sophron Capital Management L.P.

  • AVB
  • EQR
  • ESS
  • MAR
  • REXR
  • ADC
  • DRH
Sophron Capital Management L.P.'s Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 39
Filing on May 15, 2025 Q1 2025

Paradoxiom Capital L.P.

  • BA
  • FLS
  • WWD
  • RTX
  • PSN
  • ALLE
  • HON
Paradoxiom Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 31
Filing on May 15, 2025 Q1 2025

Corigliano Investment Advisers, LLC

  • CRC
  • FANG
  • CNX
  • MUR
  • EOG
  • EQT
  • SU
Corigliano Investment Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 225 Billion
Stocks 37
Filing on May 15, 2025 Q1 2025

Cat Rock Capital Management LP

  • META
  • MSFT
  • PDD
  • SEMR
  • TSM
  • FA
  • FOUR
Cat Rock Capital Management LP's Q1 2025 Portfolio
Portfolio Value 628 Million
Stocks 15
Filing on May 15, 2025 Q1 2025

Cook & Bynum Capital Management, LLC

  • BRK-B
  • BUD
  • FMX
  • LILAK
  • ABEV
  • LILA
Cook & Bynum Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 6
Filing on May 15, 2025 Q1 2025

Ayal Capital Advisors LTD

  • SPY
  • HYG
  • XLB
  • XOP
  • ARCC
  • BKD
  • GLNG
Ayal Capital Advisors LTD's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Tensile Capital Management LP

  • VERX
  • DKS
  • LAD
  • QTWO
  • VVV
  • CCK
  • USFD
Tensile Capital Management LP's Q1 2025 Portfolio
Portfolio Value 784 Million
Stocks 18
Filing on May 15, 2025 Q1 2025

Sessa Capital Im, L.P.

  • PCG
  • WBD
  • DFS
  • ABT
  • CCK
  • ALLY
  • HUM
Sessa Capital Im, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 31
Filing on May 15, 2025 Q1 2025

Thiel Macro LLC

  • ASML
  • NVDA
  • MSFT
  • VST
  • TSLA
Thiel Macro LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 5
Filing on May 15, 2025 Q1 2025

Commodore Capital LP

  • MRUS
  • NUVL
  • XENE
  • ALKS
  • AGIO
  • PCVX
  • VERA
Commodore Capital LP's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 31
Filing on May 15, 2025 Q1 2025

Prentice Capital Management, LP

  • GRPN
  • ELY
  • SNAP
  • W
  • PTON
  • NN
  • JBLU
Prentice Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 61.2 Million
Stocks 27
Filing on May 15, 2025 Q1 2025

Deerfield Management Company, L.P. (Series C)

  • NUVL
  • VTRS
  • NBIX
  • CNC
  • OSCR
  • MRUS
  • RVMD
Deerfield Management Company, L.P. (Series C)'s Q1 2025 Portfolio
Portfolio Value 3.95 Billion
Stocks 123